# Mosaic's Rally Is Paying for a Phosphate Recovery That Hasn't Arrived

> Mosaic reported a third-quarter net loss of $72.1 million and adjusted EBITDA of $324 million, down from $806 million a year earlier, while its shares rose about 17%. Higher sulfur costs pushed phosphate production costs to $838 per ton and margins to negative $105 per ton; management expects cheaper sulfur contracts to improve margins, but RBC cautioned that a recovery may be slow.

- Date: 2026-11-09 · published 2026-11-09T21:11:30.865Z
- Category: market · region United States · magnitude low
- Page: https://feedsoft.ai/events/90188-mosaic-s-rally-is-paying-for-a-phosphate-recovery-that-hasn-t-arrived
- Commodities: [DAP](https://feedsoft.ai/c/DAP.md)

## Why it matters

High sulfur costs have squeezed phosphate production economics, while cheaper input contracts could ease that pressure if sustained. A delayed recovery implies continued uncertainty for fertilizer supply and phosphate prices; the article does not establish a direct move in feed commodities.

## Sources

- ainvest.com: https://www.ainvest.com/news/mosaic-rally-paying-phosphate-recovery-hasn-arrived-2611/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.